Independent Family Office, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 520 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,411,856
-6.1%
7,7290.0%0.88%
-3.1%
Q2 2023$1,502,904
+0.5%
7,7290.0%0.91%
+5.4%
Q1 2023$1,495,716
+1.0%
7,7290.0%0.86%
-3.0%
Q4 2022$1,480,645
+11.5%
7,7290.0%0.89%
+35.9%
Q3 2022$1,328,000
-7.3%
7,7290.0%0.66%
-7.4%
Q2 2022$1,432,000
+5.8%
7,729
+11.9%
0.71%
+59.6%
Q1 2022$1,354,000
-12.4%
6,909
-10.6%
0.44%
-24.0%
Q4 2021$1,545,000
+11.6%
7,7290.0%0.58%
+2.5%
Q3 2021$1,385,000
-1.8%
7,7290.0%0.57%
+3.5%
Q2 2021$1,411,000
+2.4%
7,7290.0%0.55%
+1.7%
Q1 2021$1,378,000
+2.5%
7,7290.0%0.54%
-3.6%
Q4 2020$1,344,000
+6.4%
7,7290.0%0.56%
-6.3%
Q3 2020$1,263,000
+9.3%
7,7290.0%0.60%0.0%
Q2 2020$1,156,000
+8.5%
7,7290.0%0.60%
-9.7%
Q1 2020$1,065,000
-14.5%
7,7290.0%0.66%
-15.2%
Q4 2019$1,246,0007,7290.78%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders